Investment Q&A

Q: Hi Peter, Ryan & 5i team,
Opinions seem to be high on Visa right now with pent up demand for travelling . What are your thoughts on the stock? It is trading @ $211.73 US . Is there a canadian hedged Visa Stock? "VISA CDR trades @ $20.48. can you please clarify?
thank you for your opinions.

Q: I am down on Block and was looking to tax loss before year end. That said:
1) Would it be worthwhile to wait for earnings? I thought perhaps a good report might help improve this situation. 2) Is Block worthwhile to buy back after 30 days or move the funds to my 1/2 position in Visa?

Q: Visa has been making new lows.What would you consider a good entry price for starting a position?
I assume visa has been decreasing due to recession and inflation cuting down on spending. Would agree with that or is there soem other reasons for the decline?

Thank you

Steve

Q: I have a significant amount of cash to invest. I would like to allocate to some very high-quality stocks across various industries that can be bought and held for a long period of time so they can compound. If you could pick 10 companies that meet this criteria, what would they be? I was thinking about BAM, MSFT, V, COST, CP, UNH, HD, JNJ, GOOG, BRK.b but am open to suggestions or changes to this list. No banks or energy please.

Q: Hi,
With WMT results in mind, how do you feel MCD, V, AMZN will react with earnings all lined up this week. I understand MCD isn't a retailer but is linked with consumer spending, necessities, inflation, etc.
Appreciate this.

Q: Which stocks -Canada or US -would you recommend for a 5% portfolio weight, with suggested entry price and rationale.

Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.

First question: Now or wait?

Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.

You get it. I also don't expect perfection from you. No one ever got it from me.

Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John

Q: I read your answer to a question regarding tax loss selling where you said that you were "endorsing tax-loss harvesting right now". I've taken some profits and have the following stocks that are down and can utilize: AMZN, VISA, DIS, TFII and GSY - can you recommend which ones I should sell and if you would be okay buying them back after the 30 days?

Q: I'm thinking of selling everything I have and starting over. The only stock I would like to keep is Suncor. Looking for 5-10 companies that will be good solid investments. 3-5 year time frame. Please include at what price you would buy. Take as many credits as needed. Thanks

Q: I am considering selling Square and replacing with Visa - what do you think? Thanks!

Q: Hi team,

Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.

With appreciation,

Jacques ISD

Q: Hi 5i!

Which one of the above six US equities would you top to a full weighting in an RRSP at current valuations for growth over a 10 year horizon?

Thanks,
Greg.

Q: I'm overweight financials - almost 20% of my total portfolio. In relatively equal proportions I hold: BAM, GSY, SLF, X and V. Should I trim across the board or do these stocks have sufficiently different economic drivers that being 20% overweight is not a concern? Thank you.

Q: Could you please rate the following stocks and ETFs for total return over the next 5 years:

BAM.A
BEP.UN
CWW
SMH
V
IHI

How about E (excellent), VG (very good), G (good), F (forget it)?!

Thanks.

Q: Hi Peter and Staff

Visa has done well in the period of ownership but has stalled over the last couple of years....."Experts" seem to be divided somewhat on the returns to expect in the future.

In my financial basket V is a larger position than ECN and TSU but lower than BAM.A.

What do you feel about the future expectations of Visa in particular and how would you rank the 4 stocks future returns

Thanks for all you do

Dennis

Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.

Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks

Q: I have the above listed in my US $ account, all in a positive position. Is it time to add or should I hold until market direction is more positive (re Ukraine).
What would be your sequence of adding.
Thanks for your help as always.
Albert

Q: What are there pros and cons of buying CDR’s on the NEO exchange ? Is it better to buy on the US exchange and accept the initial fees to move money to a US account ?